• Rick Weil (Managing Director Co-Head of Packaging and Melanie Yermack (Managing Director Co-Head of Packaging served as transaction leads • Mesirow acted as the exclusive financial advisor on this transaction highlighting the firm’s continued success in the packaging sector, CHICAGO January 12 2026, – Mesirow announced it acted as the exclusive financial advisor to Wertheimer Box on its sale to SupplyOne Inc a portfolio company of Revelar Capital Wertheimer Box is a Chicago-area corrugated packaging provider known for custom shipping boxes branded packaging e-commerce mailers and specialty retail displays Founded in 1939 and based in McCook Illinois Wertheimer Box has grown into one of the…

  Western Shield Label and Packaging is a leading provider of pressure sensitive labels and packaging solutions Partnership with All American Label will further Western Shield’s long-term growth objectives The merger executed by Mesirow highlights the firm’s expertise within the labels and flexible packaging sectors, CHICAGO April 11 2022, – Mesirow acted as exclusive financial advisor to Western Shield Label and Packaging (“Western Shield” or the “Company” on its sale to All American Label (“AALP” a portfolio company of Heartwood Partners Founded in 1970 and headquartered in Rancho Dominguez California Western Shield is a leading provider of pressure sensitive prime labels and packaging solutions for food & beverage health…, About Mesirow, Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what matters…, About Western Shield, Western Shield is a leading provider of custom prime labels and packaging solutions For decades the Company has helped big name brands and entrepreneurs find the unique mix of practicality and design to produce great looking labels that generate sales and promote brand loyalty To learn more visit westernshieldcom Nothing contained herein constitutes an offer to sell or a solicitation of an offer…

Mesirow is named to list for fourth consecutive year, Advance to #41/100 reflects firm’s focus on growing its Wealth Management business organically and through strategic acquisitions, Barron’s, Top 100 RIA Firms annually showcases financial advisors across the country that prioritize advancement and raise the standards for other firms, CHICAGO October 2 2024, – Mesirow an independent employee-owned financial services firm today announced that the firm has been named to Barron’s Top 100 RIA Firms list 1 for the fourth consecutive year Barron’s bases its annual ranking of independent advisory companies on assets managed by the firms technology spending staff diversity succession planning and other metrics This year Mesirow advances to a ranking of #41…, Natalie Brown, Mesirow CEO, “Mesirow Wealth Management is our firm’s founding capability and we are proud of our 87-year history of advising families entrepreneurs and non-profits on their most important financial goals” In 2023 Mesirow announced the acquisition of Front Barnett Associates LLC further expanding Mesirow’s wealth management offering to high net worth and ultra-high net worth clients and in September 2024…, Brian Price, CEO Mesirow Wealth Management, “We look forward to continuing to serve our clients through comprehensive financial planning and expert investment selection” Mesirow Wealth Management was also recently honored to have had Wealth Advisors at the firm recognized in Forbes’ list of 2024 Best-in-State Top Next-Gen Advisors 2 Mesirow Wealth Management has more than $114 billion in assets under management / assets under advisement…, About Mesirow , Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what matters…

Inclusion on 2025 list marks the seventh time Mesirow has received this recognition, Reflects Mesirow’s commitment to cultivating an intentional culture as an employer of choice, Evaluation based on workplace policies practices philosophy and demographics, CHICAGO December 8 2025, – Mesirow an independent employee-owned financial services firm today announced that Pensions & Investments (P&I recognized the firm as a 2025 Best Places to Work in Money Management This is the seventh time Mesirow has been recognized by Pensions & Investments the global news source of money management and institutional investing as a Best Places to Work in Money Management “At…, Richard S Price, Executive Chairman, “We are honored to be included among the industry’s best and remain committed to investing in our clients our communities and our culture” Now in its 14th year the Best Places to Work in Money Management program identifies and honors the top employers in the industry The rigorous two-part evaluation process conducted in partnership with Workforce Research Group assessed workplace policies…, P&I Editor-in-Chief Julie Tatge, “In doing so they’re helping their employees clients and their businesses succeed” For a complete list of the 2025 Pensions & Investments ’ Best Places to Work in Money Management winners and profiles of the top firms visit pionlinecom/BPTW2025 , About Mesirow, Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Private Capital & Currency Capital Markets & Investment Banking and Advisory Services we invest in what…

Inclusion on 2023 list marks the sixth time Mesirow has received this recognition, Chosen as one of this year’s top firms based on employee surveys, Evaluation based on workplace policies practices philosophy and demographics, CHICAGO December 11 2023, – Mesirow an independent employee-owned financial services firm announced today that Pensions & Investments (P&I recognized the firm as a 2023 Best Places to Work in Money Management 1 This annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry This is Mesirow’s sixth time being recognized as a Best Places to…, $2614 billion in assets under supervision, comprising $560 billion in regulatory assets under management $573 billion in assets under advisement and $1481 billion in non-securities currency assets under management 2 “Mesirow is honored to be named as one of the 2023 Best Places to Work in Money Management” said, CEO, Natalie Brown, “As we continue to serve investors through traditional and alternative investment strategies we also look forward to sustaining our reputation as an employer of choice in each of the 19 cities where we operate and across our industry” P&I partnered with Best Companies Group a research firm specializing in identifying great places to work to conduct a two-part survey process of employers and…, About Mesirow , Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with locations around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what…

Firm is named to list for third consecutive year, Barron’s, Top 100 RIA Firms annually showcases financial advisors across the country that prioritize advancement and raise the standards for other firms, CHICAGO October 5 2023, – Mesirow an independent employee-owned financial services firm today announced that the firm has once again been named to Barron’s Top 100 RIA Firms list 1 ranking #48 in 2023 Barron’s bases its annual ranking of independent advisory companies on assets managed by the firms technology spending staff diversity succession planning and other metrics  Each year Barron’s ranks the Top 100 RIA Firms…, Natalie Brown, CEO of Mesirow, As our founding capability Mesirow Wealth Management has an 86-year history of advising families entrepreneurs and non-profits on their most important financial goals Today our wealth advisors continue to seek competitive investment returns deliver a high level of personalized financial advice and provide deep client service Mesirow recently announced the acquisition of Front Barnett Associates…, Brian Price, Head of Mesirow Advisory Services, “We look forward to ongoing organic growth and continued momentum through potential future acquisitions in the wealth management space” Mesirow has $2566 billion in assets under supervision 2 and 86 years of market experience The firm has been named one of the Best Places to Work by Crain’s Chicago Business for five consecutive years and has received a top score of 100 in the Human Rights…, About Mesirow , Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what matters…

Facility will acquire US small business loans originated by Fundbox with capacity to scale over time, Strengthens Mesirow’s presence in asset-backed specialty finance through forward flow structure, CHICAGO – January 27 2026, – Mesirow an independent employee-owned financial services firm today announced that its asset-backed specialty finance team Mesirow Alternative Credit has closed a committed forward flow facility with Fundbox the leading provider of embedded capital infrastructure for the small business economy Structured as an asset-backed forward flow/whole loan facility the transaction is backed by a…, Jay Braden, CEO and CIO of Mesirow Alternative Credit, “By combining Fundbox’s AI-powered capital platform with our expertise in structuring and managing specialty finance assets we’re helping expand responsible access to capital for businesses that fuel economic growth” “Access to flexible capital is critical for small businesses to invest hire and grow” said, Renuka Nayani CFO of Fundbox, “We are excited to match that demand for capital with Mesirows forward flow facility using our AI-driven platform ensuring that more businesses can thrive in today’s dynamic economy” In December 2024 Mesirow acquired the Alternative Credit team formerly Bastion Management in a strategic expansion of the firm’s alternative investments capabilities for institutional investors and high net worth…, About Fundbox, Fundbox is a pioneer in embedded capital products for small and medium-sized businesses providing fast simple access to credit directly through the tools businesses already use Since 2013 Fundbox has helped over 170000 small businesses unlock more than $6 billion in working capital As the capital infrastructure behind the digital SMB economy Fundbox enables platforms to embed financial tools…, About Mesirow , Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Private Capital & Currency Capital Markets & Investment Banking and Advisory Services we invest in what…

  •    In-depth profile explores how Mesirow “stands out from the crowd” benefitting its clients people and communities, CHICAGO April 28 2022, – Mesirow an independent employee-owned financial services firm today announced that its President, Natalie A Brown, appears on the cover of the April 2022 issue of The CEO Magazine   In this article for the global business and C-suite executive media brand Brown discusses the firm’s independent entrepreneurial culture strategic set of diverse differentiated businesses and longstanding commitment to community engagement and workplace inclusion  In the profile Brown states •    “Mesirow’s culture is renowned –…, Richard S Price, shares what has kept him engaged at the firm – “the people and ability to bring great talent to the firm – people who want to be in an entrepreneurial environment and want to have their voices heard”  He also outlines key steps leaders can take to improve their focus on workplace inclusion  The full text of “In it Together President Natalie A Brown on the Winning Formula Behind Mesirow’s Success…, About Mesirow , Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with locations around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what…